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Be Advised - Leading with Value

Business & Economics Podcasts

Welcome to Be Advised – Leading with Value with Brad Swineheart. In this podcast, we will focus on successful marketing methods for advisors that generate prospects and clients. We will learn from the best in the industry on how advisors in the trenches today are growing their practices. Join us for this journey where Brad draws from years of expertise and guest experts to help advisors reach their full potential.

Welcome to Be Advised – Leading with Value with Brad Swineheart. In this podcast, we will focus on successful marketing methods for advisors that generate prospects and clients. We will learn from the best in the industry on how advisors in the trenches today are growing their practices. Join us for this journey where Brad draws from years of expertise and guest experts to help advisors reach their full potential.

Location:

United States

Description:

Welcome to Be Advised – Leading with Value with Brad Swineheart. In this podcast, we will focus on successful marketing methods for advisors that generate prospects and clients. We will learn from the best in the industry on how advisors in the trenches today are growing their practices. Join us for this journey where Brad draws from years of expertise and guest experts to help advisors reach their full potential.

Language:

English

Contact:

844-949-9497


Episodes

Episode 23 – A Tactical Approach to Business Development — with Guest Duncan MacPherson

5/12/2021
Business development may sound imposing and intimidating, but it is so important to continually develop to be efficient, sustainable and open to growth. In this episode, Brad Swineheart is joined by Duncan MacPherson, CEO of Pareto Systems, author, coach, and keynote speaker on practice management to discuss some tactical ways to approach your current client … Continue reading Episode 23 – A Tactical Approach to Business Development — with Guest Duncan MacPherson →

Duration:00:39:03

Episode 22 – Don’t Be The Hero Advisor — with Guest Bill Cates

4/28/2021
Advisors need to have a relentless passion for understanding prospects and clients. By targeting a niche market, you can demonstrate a higher-level of knowing in every situation. In this episode, Brad Swineheart is joined by Bill Cates, a well-known referral coach and speaker to discuss why advisors need to be focusing on one well-defined target … Continue reading Episode 22 – Don’t Be The Hero Advisor — with Guest Bill Cates →

Duration:00:36:02

Episode 21 – Focusing on The Problem, Not The Solution — with Guest Adam Cmejla, CFP®

4/14/2021
Are you an advisor with an existing waiting list for new clients? If not, you’ll love this episode as Brad Swineheart and Adam Cmejla discuss tactics on how to achieve just that. Don’t let your action be no action! By defining your niche market, you can pinpoint the types of problems you need to help … Continue reading Episode 21 – Focusing on The Problem, Not The Solution — with Guest Adam Cmejla, CFP® →

Duration:00:35:32

Episode 20 – Your Time Is Ticking — with Guest Ed Slott

3/31/2021
As an advisor, it is more important now than ever to share your knowledge with clients and prospects, especially as the communication channels have changed drastically. In this episode Brad Swineheart is joined by well-known speaker and best-selling author Ed Slott, founder and CEO at Ed Slott and Company. Ed shares his insight about the … Continue reading Episode 20 – Your Time Is Ticking — with Guest Ed Slott →

Duration:00:21:03

Episode 19 – It’s Time to Make Your Voice Heard — with Guest Jason Pereira

3/17/2021
In this industry, it’s important to be recognizable and credible as an expert so that when you speak, they will listen. And that means you need to get your message out across multiple channels. In this episode, Brad Swineheart is joined by Jason Pereira, Senior Financial Planner and Portfolio Manager at Woodgate Financial Inc. to … Continue reading Episode 19 – It’s Time to Make Your Voice Heard — with Guest Jason Pereira →

Duration:00:32:13

Episode 18 – Positioning for The Potential of Future Tax Changes — with Guest Joe Elsasser

3/3/2021
There’s a new Administration in Washington, and that will mean changes to many things financial, including taxes. But what will this mean for advisors? In this episode Brad Swineheart is joined by Joe Elsasser, president and founder of Covisum, to discuss some actionable items for advisors dealing with a new tax agenda and some strategies … Continue reading Episode 18 – Positioning for The Potential of Future Tax Changes — with Guest Joe Elsasser →

Duration:00:21:19

Episode 17 – Fix Your Mindset to Move Your Business Forward — with Guest Joe Lukacs

2/17/2021
Everyone could use a coach, especially if you are a top advisor. In this episode, Brad Swineheart is joined by Joe Lukacs, named as one of the top coaches in the industry by registered rep and wealth management to discuss how to move things forward by changing your belief set and pivot your approach to … Continue reading Episode 17 – Fix Your Mindset to Move Your Business Forward — with Guest Joe Lukacs →

Duration:00:29:52

Episode 16 – How to Build Your Personal Brand and Credibility In The Virtual World — with Guest David DeCelle

2/3/2021
If COVID-19 has proven anything, it’s that the virtual office isn’t going anywhere any time soon. What do potential leads see when they look for your online presence? Would you hire you based on your social media accounts and website? In this episode, Brad Swineheart is joined by David DeCelle, President of Model FA to … Continue reading Episode 16 – How to Build Your Personal Brand and Credibility In The Virtual World — with Guest David DeCelle →

Duration:00:32:30

Episode 15 – How You Can Actually WIN in Business In 2021 — with Guest Luke Acree

1/20/2021
Wouldn’t you like to connect with your clients in a way that generates leads, secures, repeats, and lands those sweet referrals? In this episode, Brad Swineheart is joined by Luke Acree, President of ReminderMedia, and publisher of American Lifestyle Magazine to discuss the secret to connecting. Luke provides further insight into how to build trust … Continue reading Episode 15 – How You Can Actually WIN in Business In 2021 — with Guest Luke Acree →

Duration:00:33:25

Episode 14 – Winning Reasons Why You Should Adapt to Evolving Marketing Strategies — with Guest Maribeth Kuzmeski

1/6/2021
Persuasive communication is a skill that can make the difference in sales and marketing. In this episode, Brad Swineheart is joined by Dr. Maribeth Kuzmeski. Maribeth is rated a top 25 C-suite speaker, an author, a marketing strategist and owner of her own consulting firm, Red Zone Marketing, and she knows how to make that … Continue reading Episode 14 – Winning Reasons Why You Should Adapt to Evolving Marketing Strategies — with Guest Maribeth Kuzmeski →

Duration:00:30:11

Episode 13 – The Influence of Business — with Guest Dr. Aprille Trupiano

12/23/2020
Passion and drive are two qualities that make success possible, especially in financial services. But what happens when you decide to branch out and further your career? In this episode, Brad Swineheart is joined by Dr. Aprille Trupiano, entrepreneur, author, former TV and radio host, and United Nations Peace Ambassador. Aprille shares her experience in … Continue reading Episode 13 – The Influence of Business — with Guest Dr. Aprille Trupiano →

Duration:00:37:30

Episode 12 – The Power of a Plan — with Guest Erin Botsford

12/9/2020
Learn from a Barron’s top 100 Advisor exactly what she did to grow her practice and see success even through transitions. In this episode, Brad Swineheart and guest Erin Botsford, CEO at The Advisor Authority, discuss how to become a leader of your practice and how to use your resources to your advantage. In this … Continue reading Episode 12 – The Power of a Plan — with Guest Erin Botsford →

Duration:00:33:25

Episode 11- Discovering Your Path to Success – With Guest Eszylfie Taylor

11/25/2020
Having the right amount of motivation, passion and purpose as a business professional is key to success. In this episode Brad Swineheart and Eszylfie Taylor, president and founder of Taylor Insurance and Financial Services, discuss some principles to success and how Eszylfie has made an impact towards achieving his dreams. In this episode you will … Continue reading Episode 11- Discovering Your Path to Success – With Guest Eszylfie Taylor →

Duration:00:31:31

Episode 10 –Building Stronger Relationships with Clients and Prospects– with Guest Frank Maselli

11/11/2020
When you can show a prospect that you’re there to help them and not to sell to them, the barriers go down, the bond builds, and you’re on a journey of creating a strong, lasting relationship. In this episode, Brad Swineheart and guest Frank Maselli, best-selling author, professional speaker and financial expert, discuss how advisors … Continue reading Episode 10 –Building Stronger Relationships with Clients and Prospects– with Guest Frank Maselli →

Duration:00:34:16

Episode 9 – Make Your Webinar Superior – with Guest Deirdre Van Nest

10/28/2020
With the power of public speaking, storytelling, and emotional connections, you can make more of an impact on your audience during your webinar to increase leads faster. In this episode, Brad Swineheart, and guest Deirdre Van Nest, author and founder of Crazy Good Talks, discuss several strategies about how to provide value and engage your … Continue reading Episode 9 – Make Your Webinar Superior – with Guest Deirdre Van Nest →

Duration:00:30:45

Episode 8 – Guest Tom Hegna on What Makes a Top Advisor?

10/14/2020
Adaptability, mentorship, sacrifices, and knowledge are just a few things that make a great wealth advisor. In this episode, Brad Swineheart, and guest Tom Hegna, economist, author, and retirement expert, discuss several hard and soft skills financial professionals should have in order to succeed in their practice. In this episode, you will learn: Tom’s advice … Continue reading Episode 8 – Guest Tom Hegna on What Makes a Top Advisor? →

Duration:00:22:35

Episode 7 – Virtual Marketing Tips and Tricks to Become a Top Advisor – With Guest Daniel Collison

9/30/2020
So much of everyday life has shifted to a more virtual reality, but many advisors are hesitant to make the change to their practice. But for top advisors, it’s important to adapt and move forward with this “new normal”. In this episode, Brad Swineheart and Daniel Collison, managing partner at Advice2Advisors, discuss several technologies and … Continue reading Episode 7 – Virtual Marketing Tips and Tricks to Become a Top Advisor – With Guest Daniel Collison →

Duration:00:24:19

Episode 6 – Financial Planning with The Bucket Plan – with Guest Jason L Smith

9/16/2020
The bucket plan is a simplified financial planning process that’s built around the philosophy of separating and classifying your money. Join this episode of Be Advised – Leading with Value as guest Jason L Smith explains the idea of bucket planning from a sales and marketing perspective and shares how it can help you structure … Continue reading Episode 6 – Financial Planning with The Bucket Plan – with Guest Jason L Smith →

Duration:00:27:48

Episode 5 – Using Marketing and Leadership Strategies to Expand Your Business – With Guest Luke Acree

9/2/2020
A great work ethic, strong ambition, drive, and hunger makes a great financial salesperson. Join this episode of Be Advised – Leading with Value Podcast as guest Luke Acree, president of ReminderMedia, discusses marketing and leadership strategies they utilize to help clients grow their business. In this episode, you will learn: How ReminderMedia helps financial … Continue reading Episode 5 – Using Marketing and Leadership Strategies to Expand Your Business – With Guest Luke Acree →

Duration:00:27:18

Episode 4 – A Deep Dive Into 2020 Retirement Tax Planning – With Guest Ed Slott

8/19/2020
In the current virtual landscape, retirement tax rules are changing frequently, as are the ways that advisors are educating their clients. Guest Ed Slott shares his insight about recent tax changes in this virtual financial industry, and discusses how advisors can better lead clients when it comes to their 2020 retirement tax planning decisions. In … Continue reading Episode 4 – A Deep Dive Into 2020 Retirement Tax Planning – With Guest Ed Slott →

Duration:00:28:16